Actionstep

Actionstep is a law firm management platform that connects, organizes, and automates all the work that happens at midsize law firms. Features and functions of Actionstep include:

Matter Management
Accelerate matter progress efficiently with matter workflows, templates, intuitive task automation, status reporting, and more.

Client Management
Keep clients delighted with consistent service using automated workflows and management features to create the perfect end-to-end client experience.

Workflows and Process Management
Automate repetitive tasks, standardize your most used processes, and ensure that your firm operates to its fullest potential.

Time Tracking
Track time from any screen, have multiple timers open at once, and enter any relevant notes to matters so you never miss out on billable work.

Billing
Simplify billing with Actionstep’s legal billing software for invoicing, tracking billable hours in real time, and ensuring compliance with regulation standards.

Trust Accounting / Client Accounting
Carefully manage client funds and stay in compliance with our cloud-based trust / client accounting software.

Accounting
Multi-currency general ledger, banking, and financial reporting for all your law firm’s accounting needs.

Reporting
Get clarity into how your law firm is performing with powerful reporting insights into productivity, finances, client information, and more.

Marketing and Business Development
Leverage powerful lead capture and law firm marketing and business development tools to help grow your firm’s client base. 

Document Management
Securely and efficiently access, edit, and store your law firm’s legal documents in one place.

Conflict Check
Actionstep helps you avoid conflicts of interest with the click of a button.

Client Intake
Use Actionstep’s legal intake software to engage new clients and automatically capture important details.

Calendaring
Actionstep’s integrated Calendar keeps lawyers up to date on key dates, appointments, hearings and more.

Client Portal
Actionstep’s client portal software for law firms is designed for lawyers to securely communicate matter updates, bill clients, and share information with their legal clients.

Funding Information:
Actionstep was founded in 2004 and is based in Virginia, US. Actionstep received an investment from Serent Capital in 2020, and has since then made significant investments in organic growth and acquisitions. Their primary customer base is boutique and mixed-practice law firms. They acquired LawMaster in 2022, and FilePro and Soluno in 2023.